For Attorneys & Administrative Assistants
City Search and Contact Map for Mobile Phones
Using IntelliPad’s City Search and Contact Map Feature
Attorneys see who the firm knows while visiting another city
City Search and ContactMap is a partner-requested feature that enables attorneys, when visiting a city, to see who the firm knows in that city.
Clicking on a company location on the map, and then clicking on a contact name, opens details of all Outlook contact information, mailing list and marketing event participation, business development activities, which attorneys work with the contact, and shared notes about the contact. If needed, information about any attorney linked to the contact can also be shown.
FAQ for this page
Can the CRM help attorneys find contacts in a city they are visiting?
Yes. The IntelliPad CRM has a Mobile App, available on both iPhone and Android devices. It provides access to all contact information in the CRM database, with searching by name, company name, phone number, and city. With the city search feature, the attorney can see all of the firm’s shared contacts whose address is in that city, i.e. the one he or she is visiting. The Google map feature shows the location of each address within the city; street and satellite views are available.
